Manage record stages

Configure the stages available to the records in your inventory. Record stages are manipulated via workflow transitions and are used to track the progress of records through your organization’s record lifecycles.

• Default stages are provided for you as suggestions.
• You can add, edit, remove, and define your own custom stages.

Archived and Deleted are Locked stages,¹ meaning they cannot be modified or removed.

¹ Archive and delete records

Prerequisites

• You are logged in to ValidMind.
• You are a Customer Admin or assigned another role with sufficient permissions to perform the tasks in this guide.²

² Manage permissions

Add record stages

1. In the left sidebar, click Settings.

2. Under Inventory, select Inventory Record Stages.

3. Click on the inventory record type you want to add stages for.³

4. Click Add Stage.

5. Provide a stage name and a stage description, then assign a color to the stage.

6. When you are done, click Save to apply your changes.

³ Manage inventory record types

Edit or delete record stages

1. In the left sidebar, click Settings.

2. Under Inventory, select Inventory Record Stages.

3. Click on the inventory record type you want to modify stages for.⁴

4. Hover over the stage you’d like to modify.

5. When the appears, click on it:

   • Select Edit Details to modify that stage.
   • Select Delete Stage. On the confirmation dialogue that appears, select OK to confirm deletion.

⁴ Manage inventory record types

ImportantDeleting stages already in use will cause your workflows to no longer function correctly.

Make sure that the stage you’re deleting is not associated with any workflows or active records in your inventory before proceeding.